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To: TechieGuy-alt who wrote (5333)8/17/2000 12:39:54 AM
From: GoutamRead Replies (1) | Respond to of 275872
 
TG,

>Boy, I must say, Jerry knows this industry inside and out, top to bottom.

I agree. After listening to the audio, I felt that the recent Flash scare was over done. It was a well orchestrated scam by some of these analysts. By listening to the Audio, most can realize that the concerns expressed by some of these Analysts were based on incomplete knowledge of Flash technology - especially AMD's Flash products. I wonder why these analysts don't try to educate themselves on what the flash technology is, and take into account what the Flash manufacturers are saying about Flash. As per Sanders, the need for Flash is going to grow (especially the flash they specialize in - NOR type & high bit densities) even well into 2002.

Anyways, I liked what he said at the end -

Volume is Our Vaccine.
We are the volume producers of 1 GHZ today.
We will be the volume producers of 1.2 GHz.
We will be the volume producers of 1.4 GHz, and so on.

Regards,
Goutama